Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.92T
1-Year Est. Return 37.73%
 

Fidelity Investments, founded in 1946 by Edward C. Johnson II and headquartered in Boston, Massachusetts, is one of the largest privately-held financial services firms in the world, managing hundreds of billions in assets. Known for its wide array of investment products, including mutual funds, retirement accounts, brokerage services, and wealth management, Fidelity caters to both individual investors and institutions with a reputation for strong customer service and innovative tools like its active trader platforms. The company pioneered direct-to-investor mutual fund sales, bypassing traditional brokers, and has since expanded into areas like cryptocurrency trading and commission-free stock trades. Still family-controlled by the Johnson family, Fidelity blends a legacy of traditional investing with a forward-looking approach to technology and market trends.

This Quarter Est. Return
1 Year Est. Return
+37.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56T
AUM Growth
+$72.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,783
New
Increased
Reduced
Closed

Top Buys

1
+$11.9B
2
+$3.95B
3
+$2.48B
4
ORCL icon
Oracle
ORCL
+$1.71B
5
ANET icon
Arista Networks
ANET
+$1.23B

Top Sells

1
+$13.2B
2
+$3.01B
3
+$1.88B
4
MSFT icon
Microsoft
MSFT
+$1.86B
5
CRM icon
Salesforce
CRM
+$1.69B

Sector Composition

1 Technology 32.95%
2 Healthcare 11.67%
3 Communication Services 10.87%
4 Financials 10.42%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$202M 0.01%
2,404,557
-1,462,945
777
$200M 0.01%
2,161,978
+3,427
778
$200M 0.01%
3,016,822
+7,812
779
$199M 0.01%
6,456,031
-315,850
780
$198M 0.01%
12,496,628
+6,043,462
781
$197M 0.01%
2,619,542
-2,980,052
782
$197M 0.01%
1,411,093
+101,713
783
$196M 0.01%
2,284,734
-410,618
784
$196M 0.01%
3,898,075
+1,114,389
785
$195M 0.01%
2,068,808
-42,410
786
$195M 0.01%
1,020,010
-594,987
787
$195M 0.01%
3,043,002
+903,511
788
$195M 0.01%
2,434,400
+65,700
789
$194M 0.01%
6,991,656
+565,186
790
$194M 0.01%
1,386,269
+1,076,744
791
$193M 0.01%
3,018,395
+657,925
792
$192M 0.01%
5,247,523
-112,298
793
$192M 0.01%
9,739,869
-117,166
794
$191M 0.01%
7,386,408
+1,648,539
795
$190M 0.01%
2,274,518
+136,039
796
$190M 0.01%
1,040,523
-144,290
797
$190M 0.01%
1,434,846
+65,275
798
$189M 0.01%
13,517,699
+1,413,099
799
$189M 0.01%
3,537,391
+160,803
800
$189M 0.01%
7,491,141
+3,343,887
30 31
32
33 34